Paulo
Quintana

Wells Fargo Clearing Services, LLC

CRD#6181124
Investment Advisor
in Boca Raton, FL

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About this Advisor

Paulo Quintana is a financial advisor operating out of Boca Raton, Florida, who has been in the advisory business for 10 years. Quintana is an employee of Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Jp Morgan Securities LLC, T.G.I. Friday'S, Jp Morgan Chase Bank, Fuxion Biotech, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na and Jpmorgan Chase Bank. Quintana holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm based out of Boca Raton, Florida. It has offices in 5,627 locations and a total of 21,510 advisors. It controls $648 billion in total assets among its 1,477,661 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 6,968 charities and foundations. Of its 1,477,661 client accounts, 44% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5355 Town Center Rd Ste 1002 [D9-Rbo]
Boca Raton, FL 33486

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

FL Average: $11,469,110,461
Total Number of Employees

21,510

FL Average: 458
Total Number of Accounts

1,477,661

FL Average: 33,415
Average Account Size

$438,393

FL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Paulo Quintana Work History

Paulo has 10 years of experience.

2017 - Present (5 years)

Wells Fargo Clearing Services, LLC

2017 - Present (5 years)

Wells Fargo Bank Na

2016 - 2017 (1 year)

Jpmorgan Chase Bank

2015 - 2016 (1 year)

Fuxion Biotech

2013 - 2016 (3 years)

Jp Morgan Securities LLC

2012 - 2012 (< 1 year)

T.G.I. Friday'S

2012 - 2016 (4 years)

Jp Morgan Chase Bank

Disclosures

Paulo Quintana has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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